Send documents to sign via DocuSign from new records in Airtable
Send documents to sign via DocuSign from new records in Airtable
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About
This template periodically checks for new records in Airtable and uses the retrieved information to send a document retrieved from Google Drive to sing via DocuSign.
Your Airtable table should have at least these columns:
- Name
- Last Modified
The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
Trusted by thousands of fast-scaling organizations around the globe
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds a recipient to the bulk send list
Сreates multiple records.
Deletes multiple records.
Sends envelopes based on a template to multiple recipients using a bulk send list.
Updates multiple existing records.
Upserts multiple records.
Makes a copy of an existing file.
Creates a bulk send list
Creates a long-lived pre-filled webform link (less secure, infinite duration)
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How it works
Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.
Trusted by 350,000+ customers
"Make really helped us to scale our operations, take the friction out of our processes, reduce costs, and relieved our support team. It is difficult to not become a fan."
Head of Operations at Teleclinic
"Make drives unprecedented efficiency within our business in ways we never imagined. It’s having an extra employee (or 10) for a fraction of the cost."
COO at Shop Accelerator Martech
"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."
Product Owner at Smaily
"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."
CTO & Co-founder at FINN
"I can't count the number of hours I've saved by using Make. Every single day is simpler because of Make's automation."
Owner of Media Production